Compass & Map

STRATEGIC GIVING FOR MEANINGFUL IMPACT

Where Intentional, Engaged, and Impactful Giving Starts

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We help generous families & individuals navigate giving and volunteering to connect to the meaning and impact of their philanthropy. 

WHO WE SERVE

Individuals & Families

Advisors

Foundations

DOES THIS SOUND LIKE YOU?

You are an emerging or established philanthropist and would like someone else to handle the day to day aspects of your giving.

You want to align or re-align your generosity with your values and want more structure.

You want to make a change in the way you give or the organizations you give to.

You want every dollar you give and every hour you volunteer to count, but need a strategy.

WHY USE A CHARITABLE ADVISOR?

Creating a customized, intentional giving plan will maximize your time, money, and impact and connect you to the causes you believe in, making giving meaningful and rewarding. 

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OUR PROCESS

Clarify

Schedule a free, no-pressure consultation to clarify where you are in your giving journey and identify what unique needs, values, and goals you have. 

Strategize

We’ll make a custom, strategic plan to get you on track to aligning your charitable dollars and time and creating a more meaningful connection to  the causes you believe in.

Connect

Next, we can connect you to the opportunities that align with your passions, values, and goals, and initiate conversations to get your family involved. 

Support

For those who want to be less hands-on, we provide ongoing support and management of your giving journey.

LET'S GET STARTED!

Ready to be fully inspired, intentional, and engaged in your giving with a personalized giving plan?

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